V Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$49.75 - $54.44 $27,014 - $29,560	-543 Reduced 2.65%	19,932 $1.09 Million
Q1 2023 May 02, 2023	SELL	$46.97 - $51.65 $3,851 - $4,235	-82 Reduced 0.4%	20,475 $1.03 Million
Q4 2022 Jan 20, 2023	BUY	$44.09 - $50.41 $226,622 - $259,107	5,140 Added 33.34%	20,557 $0
Q3 2022 Nov 04, 2022	BUY	$44.11 - $53.04 $38,684 - $46,516	877 Added 6.03%	15,417 $680,000
Q2 2022 Jul 27, 2022	BUY	$45.19 - $56.15 $9,218 - $11,454	204 Added 1.42%	14,540 $676,000
Q1 2022 May 16, 2022	BUY	$51.36 - $58.82 $38,776 - $44,409	755 Added 5.56%	14,336 $797,000
Q4 2021 Feb 17, 2022	SELL	$52.99 - $58.74 $15,844 - $17,563	-299 Reduced 2.15%	13,581 $794,000
Q3 2021 Oct 21, 2021	BUY	$52.32 - $55.93 $68,696 - $73,436	1,313 Added 10.45%	13,880 $735,000
Q2 2021 Jul 27, 2021	BUY	$49.77 - $52.97 $22,346 - $23,783	449 Added 3.71%	12,567 $663,000
Q1 2021 Apr 20, 2021	BUY	$45.48 - $49.44 $26,060 - $28,329	573 Added 4.96%	12,118 $596,000
Q4 2020 Jan 25, 2021	BUY	$39.96 - $46.09 $461,338 - $532,109	11,545 New	11,545 $532,000
Q3 2020 Oct 13, 2020	SELL	$37.97 - $43.65 $252,310 - $290,054	-6,645 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$29.99 - $39.74 $4,798 - $6,358	160 Added 2.47%	6,645 $251,000
Q1 2020 May 12, 2020	BUY	$27.12 - $41.81 $175,873 - $271,137	6,485 New	6,485 $204,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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